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Connecting Salesforce keeps WhiteWhale data — scores, signals, and Why Now summaries — inside the CRM your reps already work in. No manual uploads, no spreadsheets.

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What the integration does

  • Daily sync — WhiteWhale pulls your accounts and opportunities from Salesforce each day and pushes updated scores, signals, and Why Now summaries back to the mapped fields
  • Real-time updates — when a new account is added or activated in WhiteWhale, it immediately syncs to Salesforce
  • Deal context — mapping your opportunities lets WhiteWhale surface different signals based on where each prospect is in your pipeline

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How to connect

1

Go to Settings

Click Settings in the left nav, then navigate to Integrations.
2

Select Salesforce

Scroll to the Integrations module and click Salesforce.
3

Choose your environment

Select Default for your production org or Sandbox for testing, then click Submit.
4

Authenticate with Salesforce

You’ll be redirected to Salesforce. Log in with your Integration User credentials to complete the OAuth flow.
5

Map your fields

Once connected, map your Salesforce fields to WhiteWhale’s fields inside the platform. See the field reference below.
Use a dedicated Integration User with API access and read/write permissions on Accounts, rather than a personal user account. This keeps the connection stable if individual users leave or change roles.

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Field reference

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Account fields

Create these fields on the Account object in Salesforce before mapping. Make sure all fields are visible to relevant users and accessible to API integrations.
  • Type: Text Area (Long)
  • Label: BirdDog_Description
  • Length: 1,000 characters
  • Help text: Summary of WhiteWhale signals for the account
  • Type: Number (0–100)
  • Label: BirdDog_Score
  • Help text: Auto-populated WhiteWhale signal score
  • Type: Rich Text
  • Label: BirdDog_Signals
  • Help text: Latest WhiteWhale signals for the account

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Opportunity fields

Mapping opportunities is optional but lets WhiteWhale tailor signal recommendations based on deal stage and helps backtest which signals correlate with closed-won deals.

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User mapping

WhiteWhale identifies users by their company email address. To link WhiteWhale users to their Salesforce counterparts, send a two-column CSV (email, Salesforce user ID) to hello@getwhitewhale.com. This ensures signals, accounts, and opportunities are correctly attributed by rep.

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How the sync works

  • Daily sync window: WhiteWhale runs at least one pull and push operation per day, keeping your Salesforce fields up to date automatically
  • Real-time updates: When a new account is added or activated in WhiteWhale, Salesforce is updated immediately
  • First week: Expect a higher sync frequency while the integration calibrates. Around 100 API calls per day is typical after the initial period.
  • Read/write scope: WhiteWhale only reads from the fields you map and only writes to the WhiteWhale-specific fields you create. It will not modify any other Salesforce data.

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Authentication details

WhiteWhale connects via a Salesforce Connected App hosted within WhiteWhale’s org. When your first user authenticates, Salesforce automatically creates a shadow copy of the app in your own org — visible under Setup → App Manager. No package installation is required. OAuth scopes:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • Access unique user identifiers (openid)
To revoke access: Go to Setup → Security → Connected Apps OAuth Usage in Salesforce and revoke the token there. You can also contact WhiteWhale and we’ll disconnect and delete all authentication data on request. Sandbox support: WhiteWhale supports Salesforce sandbox environments. Select Sandbox during setup to connect your test environment using the same flow as production.

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Need help?

Contact the WhiteWhale team at hello@getwhitewhale.com for setup assistance or advanced configuration help.

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